Wealth Advisor

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

Company DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...

Company DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...

You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings ...

**JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes...

Job Responsibilities & Activities  . Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes Billionaire list making us...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...

ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinating with global investment specialists, wealth advisors and capital advisors on client needs,...

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As a Client Advisor within our Global Private Bank Advisor Support Team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Job responsibilities Prepare presentations and materials...

About Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and...

As part of the IPB Digital Advisor & Client Solutions Product team, the IPB Product Manager , is responsible for ensuring that our Advisor’s have a seamless end-to-end experience across their digital ecosystem. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product...

**Role Description** This is a full-time on-site role for an Equity Dealer at Nuvama Wealth located in Bengaluru. The Equity Dealer will be responsible for managing the stock market, trading equities, finance, and investments. The Equity Dealer will also be responsible for executing buy and sell orders for clients, ensure timely and accurate execution of...

About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...

About Goldman Sachs  At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...

We are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy aligned with the overall business objectives of the Wealth Management division, driving advisor...

ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

Company DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...